VWM
XOP icon

Valley Wealth Managers’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Valley Wealth Managers’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.63K Sell
31
-67
-68% -$10.1K ﹤0.01% 285
2025
Q4 		$12.4K Hold
98
– – ﹤0.01% 270
2025
Q3 		$13K Sell
98
-181
-65% -$23.4K ﹤0.01% 251
2025
Q2 		$35.1K Sell
279
-337
-55% -$40.4K ﹤0.01% 213
2025
Q1 		$81.1K Sell
616
-56,235
-99% -$7.54M 0.01% 189
2024
Q4 		$7.53M Buy
56,851
+23,231
+69% +$3.18M 0.56% 50
2024
Q3 		$4.42M Sell
33,620
-853
-2% -$118K 0.33% 71
2024
Q2 		$5.01M Sell
34,473
-5,009
-13% -$758K 0.4% 56
2024
Q1 		$6.12M Sell
39,482
-365
-0.9% -$50.5K 0.46% 51
2023
Q4 		$5.46M Buy
39,847
+390
+1% +$54.9K 0.43% 52
2023
Q3 		$5.84M Buy
+39,457
New +$5.65M 0.49% 55
2017
Q1 		– Sell
-100
Closed -$17K – 252
2016
Q4 		$17K Hold
100
– – ﹤0.01% 164
2016
Q3 		$15K Hold
100
– – ﹤0.01% 165
2016
Q2 		$14K Buy
+100
New +$13.7K ﹤0.01% 169
2016
Q1 		– Sell
-16,433
Closed -$1.99M – 115
2015
Q4 		$1.99M Buy
+16,433
New +$2.34M 0.36% 45
2015
Q3 		– Sell
-1,508
Closed -$281K – 102
2015
Q2 		$281K Buy
1,508
+35
+2% +$7.15K 0.05% 94
2015
Q1 		$304K Sell
1,473
-6,485
-81% -$1.26M 0.05% 95
2014
Q4 		$1.52M Buy
7,958
+7,109
+837% +$1.58M 0.27% 51
2014
Q3 		$234K Hold
849
– – 0.04% 98
2014
Q2 		$279K Buy
849
+23
+3% +$7.07K 0.05% 102
2014
Q1 		$237K Buy
826
+10
+1% +$2.72K 0.05% 98
2013
Q4 		$224K Buy
+816
New +$223K 0.05% 97

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Wealth Managers's XOP Position: Q1 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 68% in Q1 2026, selling an estimated $10.1K and leaving 31 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Valley Wealth Managers first reported a position in XOP in Q4 2013 and has held it in 22 quarters since. The position peaked at $7.53M in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Valley Wealth Managers held 31 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $5.63K as of Q1 2026.
  • Valley Wealth Managers sold 67 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $10.1K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #285 holding.
  • Valley Wealth Managers first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2013 and has held it in 22 quarters since.
  • Valley Wealth Managers's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.53M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.